The Group
At Morningstar, we strive to Empower Investor Success. We tirelessly pursue new ways to combine our data and research with design and technology to help solve investors’ needs. Our solutions pave the way for investors to achieve their goals with confidence.
The Morningstar Wealth Platform allows investors and advisers to collaborate through their financial journey with seamless and enjoyable digital experiences. By learning through data and engagement, we build products and offer services that connect people to the financial information and tools they need. Our mission is to enhance the education, engagement, and experience for the investor.
The Role
We are looking for an AI-enabled Product Manager to lead the transformation of core customer and colleague workflows across the Morningstar Wealth Platform. This role sits at the heart of how investors and advisers interact with the platform, owning some of the most mission‑critical journeys in wealth management — including tax wrapper switching, investor profile management, money movements, and fees.
You will be accountable for re‑engineering complex, high‑volume processes into intuitive, self‑served, and experiences that scale efficiently while meeting regulatory and operational standards. This role demands deep familiarity with Investment Platforms, within the wealth industry ideally gained from working in or alongside operational teams. You will have demonstrated your ability to harness AI to accelerate product delivery, understand research and data and build product increments that scale. This role suits a product leader who not only thrives in complexity, but who actively uses AI to navigate it faster, smarter, and with greater impact.
